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iShares ESG Advanced MSCI EAFE ETF

242 hedge funds and large institutions have $596M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

154% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 37

46% more capital invested

Capital invested by funds: $408M → $596M (+$188M)

25% more funds holding

Funds holding: 194242 (+48)

10.7% more ownership

Funds ownership: 63.05%73.75% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
242
Holders Change
+48
Holders Change %
+24.74%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
94
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Aufman Associates
Pennsylvania
$213K
CPG
177
Cornerstone Planning Group
New Jersey
$210K +$203K +2,602 New
JMNC
178
J. Mark Nickell & Co
Tennessee
$209K
ZIM
179
Zacks Investment Management
Illinois
$208K
AA
180
Aire Advisors
California
$203K
GFA
181
Godfrey Financial Associates
New York
$194K +$12.1K +155 +6%
AAP
182
Arax Advisory Partners
Colorado
$189K -$12.9K -165 -6%
BFO
183
Biltmore Family Office
North Carolina
$189K
MIA
184
Milestone Investment Advisors
Wisconsin
$176K
RPC
185
Rossmore Private Capital
Connecticut
$167K
CAL
186
Capital Analysts LLC
Pennsylvania
$162K +$168K +2,152 New
PP
187
Prudential plc
United Kingdom
$158K -$282K -3,605 -63%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$156K +$139K +1,779 +490%
US Bancorp
189
US Bancorp
Minnesota
$151K +$2.97K +38 +2%
HI
190
Harbour Investments
Wisconsin
$150K +$67.2K +859 +76%
NB
191
NBT Bank
New York
$137K +$19K +243 +15%
GSEP
192
Golden State Equity Partners
California
$133K -$89.6K -1,146 -39%
PWA
193
Physician Wealth Advisors
Utah
$128K -$51.1K -653 -28%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$127K -$2.45M -31,326 -95%
GWP
195
Gen-Wealth Partners
Michigan
$124K +$128K +1,643 New
CH
196
CDKV Holdings
Colorado
$112K
AIM
197
Acropolis Investment Management
Missouri
$109K +$113K +1,440 New
AWM
198
AE Wealth Management
Kansas
$108K +$112K +1,431 +20,443%
RP
199
Raelipskie Partnership
Ontario, Canada
$102K
MJRIC
200
Mogy Joel R Investment Counsel
California
$95.4K